Caerus Investment Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Hold |
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|
2025
Q1 | $919K | Hold |
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|
2024
Q4 | $1.03M | Hold |
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|
2024
Q3 | $1.05M | Buy |
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|
2024
Q2 | $1.08M | Sell |
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|
2024
Q1 | $1.08M | Hold |
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|
2023
Q4 | $964K | Sell |
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|
2023
Q3 | $1.35M | Hold |
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|
2023
Q2 | $1.45M | Hold |
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|
2023
Q1 | $1.23M | Hold |
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|
2022
Q4 | $1.02M | Buy |
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|
2022
Q3 | $948K | Buy |
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|
2022
Q2 | $769K | Buy |
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|
2022
Q1 | $640K | Sell |
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|
2021
Q4 | $1.34M | Buy |
|